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Dominion Energy
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Overview Fund Activity

1,422 hedge funds and large institutions have $36B invested in Dominion Energy in 2022 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 491 increasing their positions, 589 reducing their positions, and 169 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-13
Holders Change %
-0.91%
% of All Funds
22.94%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
186
Increased
491
Reduced
589
Closed
169
Calls
$348M
Puts
$263M
Net Calls
+$84.2M
Net Calls Change
-$26.8M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$311M
2
Invesco
Invesco
Georgia
+$244M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$155M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$137M
5
Citadel Advisors
Citadel Advisors
Florida
+$133M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$742M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$358M
3
Boston Partners
Boston Partners
Massachusetts
-$239M
4
Jennison Associates
Jennison Associates
New York
-$187M
5
BC
Brookfield Corp
Ontario, Canada
-$182M
Name Holding Trade Value Shares
Change 		Shares
Change %
GL
801
Graypoint LLC
New York
$550K -$65.9K -1,074 -11%
BL
802
Balentine LLC
Georgia
$548K -$407K -6,634 -43%
KMWM
803
Keudell/Morrison Wealth Management
Oregon
$547K -$29K -473 -5%
CRI
804
Commonwealth Retirement Investments
Virginia
$547K +$547K +8,916 New
FBT
805
First Bankers Trust
Kentucky
$546K -$16.9K -275 -3%
BOH
806
Bank of Hawaii
Hawaii
$544K -$60.5K -987 -10%
GIA
807
Gateway Investment Advisers
Ohio
$543K +$244K +3,986 +82%
OCM
808
Orleans Capital Management
Louisiana
$542K -$602K -9,821 -53%
FFA
809
First Foundation Advisors
California
$542K -$613 -10 -0.1%
LA
810
LVW Advisors
New York
$542K -$81.8K -1,334 -13%
EWM
811
Elmwood Wealth Management
California
$542K +$249K +4,065 +85%
KA
812
Kovack Advisors
Florida
$539K +$28.9K +472 +6%
S
813
SignatureFD
Georgia
$538K +$51.1K +833 +11%
FRA
814
Front Row Advisors
California
$535K -$89.6K -1,461 -14%
CAM
815
Centre Asset Management
New York
$534K -$16.9K -275 -3%
IPAM
816
ICICI Prudential Asset Management
India
$533K +$533K +8,692 New
CWS
817
Confluence Wealth Services
Pennsylvania
$528K -$115K -1,877 -18%
TCWM
818
Total Clarity Wealth Management
Illinois
$527K +$527K +8,597 New
PA
819
Prossimo Advisors
California
$527K +$527K +8,594 New
MGIA
820
Moneta Group Investment Advisors
Missouri
$527K -$144K -2,257 -21%
RMC
821
Resources Management Corp
Connecticut
$519K -$348K -5,672 -40%
JWM
822
Jeppson Wealth Management
California
$519K -$685K -11,173 -57%
PA
823
PFG Advisors
Arizona
$512K +$96.8K +1,578 +23%
ERIM
824
Eagle Ridge Investment Management
Connecticut
$511K -$4.54K -74 -0.9%
HIC
825
Holderness Investments Company
North Carolina
$510K -$298K -4,854 -37%
31 32
33
34 35